Group 1 - Dominari Holdings Inc. announced a special cash dividend of approximately $10 million, equating to about $0.44 per share, with updated record and payment dates [1][2] - The dividend will be payable on or about January 26, 2026, to shareholders of record as of January 5, 2026 [2] - Dominari Holdings operates in wealth management, investment banking, sales and trading, and asset management, while also seeking growth opportunities in AI and Data Center sectors [2] Group 2 - Dominari Securities LLC, a subsidiary of Dominari Holdings, aims to create wealth for stakeholders by capitalizing on emerging trends in the financial services sector [3] - The company emphasizes identifying early-stage opportunities expected to yield high returns for investors [3]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The M&A announcements are coming fast and furious to round out a very busy 2025. This week, Wealth Enhancement acquired a registered investment advisor with a broker/dealer managing $2.2 billion in assets, Dynasty Financial Partners firm Procyon acquired a $500 million RIA in Michigan and Texas, and a doctor and healthcare professional-focused practice, Earned, acquired an Ohio RIA managing $900 ...

Core Insights - The acquisition of Stratos Wealth Holdings by SEI is aimed at accelerating growth and enhancing operational capabilities, leveraging SEI's resources to capitalize on market opportunities [1][2][4][6] - The deal is expected to facilitate a greater volume of acquisitions, with plans to announce 15 simultaneous acquisitions in January [4][5] - SEI's investment in Stratos will enhance its asset management capabilities and provide a more robust platform for financial advisors [16][18] Company Overview - SEI has acquired Stratos Wealth Holdings for approximately $441 million, which includes a controlling stake in the U.S. business and plans to acquire the Mexico-based business next year [5][6] - Stratos manages about $37 billion in client assets and has over 350 advisors, positioning it as a significant player in the registered investment advisor (RIA) space [6] Strategic Goals - The partnership with SEI is intended to provide Stratos with the necessary capital and resources to pursue larger and more numerous transactions in the RIA market [7][12][14] - SEI aims to integrate Stratos's operations with minimal disruption while enhancing the value offered to Stratos advisors through improved technology and investment management capabilities [21][22] Market Positioning - The acquisition aligns with the growing demand for financial advice, as the industry faces a shortage of financial advisors, which is expected to increase the sustainability of advisor income [16] - Stratos's focus on Main Street investors complements SEI's existing ultra-high-net-worth (UHNW) business, allowing for a broader service offering [18][19] Integration and Collaboration - SEI plans to leverage its extensive resources, including over 5,000 employees, to support Stratos in scaling its operations and enhancing service delivery [22] - There is a focus on collaboration between Stratos and SEI's existing capabilities, particularly in the OCIO (Outsourced Chief Investment Officer) space, to better serve clients [20][24]

21世纪经济报道记者李域 实习生陈丽华 广州报道 近年来，资本市场发生深刻变化。新"国九条"出台落地、公募基金降费改革再度深化，以及中央金融办 与中国证监会联合发布的《关于推动中长期资金入市的指导意见》等政策，共同塑造了市场与行业生态 的新格局。 未来将至，在财富管理行业加速变革期，金融机构该如何构筑核心竞争力？ 在近期举行的南方财经论坛2025年会——21世纪基金业年会"财富管理生态重塑，探索新形势下发展路 径"圆桌论坛中，蚂蚁投顾总经理李斌、平安证券产品和财富管理部总经理刘高庞、招银理财产品平台 部总经理杨佰戬、富国基金投顾业务部总经理张国梁、方正证券产品中心董事陈光兴等嘉宾对当前财富 管理行业的新变化与新趋势展开交流，并就如何利用机构自身的资源禀赋来构建核心竞争力进行了讨 论。 驱动力：资产供给与客户需求变迁 大财富市场重塑的驱动因素是什么？ "近两年，财富管理行业最大的变化是从'以产品为中心'转向'以用户为中心'。" 在李斌看来，以产品为 中心的最大特点是关注产品的销量和业绩，但以用户为中心，则更关注用户的投资收益。 李斌介绍，从"帮你投"的一些案例可以看到，过往，内部投资经理的核心考核指标为其管理组 ...

Core Insights - LPL Financial LLC has announced that financial advisor Melissa Mirabile has joined its employee advisor channel, Linsco by LPL Financial, to establish Forest Lake Wealth Partners, managing approximately $280 million in advisory, brokerage, and retirement plan assets [1][10] Company Overview - Forest Lake Wealth Partners, located in Albany, N.Y., serves a diverse clientele, including families, business owners, and trade unions, emphasizing a broad spectrum of financial needs [2] - The firm is committed to personalized financial planning, avoiding short-lived trends in favor of practical approaches [2][3] Team and Expertise - Melissa Mirabile brings over 30 years of experience and is part of a family legacy of financial advisors, being the fifth in her family to pursue this profession [2] - The team includes Wealth Associate Casey Mirabile and Business Development Associate Lars Olson, focusing on tailored financial plans and close client relationships [4][3] Strategic Partnership with LPL - The team chose LPL for greater autonomy and customization in client services, allowing them to avoid conflicts of interest and cookie-cutter models [4][5] - LPL's Linsco platform provides comprehensive support, increased efficiency, and the freedom to address individual client needs [5][6] LPL Financial Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and managing approximately $2.3 trillion in brokerage and advisory assets for around 8 million Americans [8]

Core Insights - Trajan Wealth is a $2.5 billion registered investment advisor (RIA) that serves a diverse clientele, including mass affluent, high-net-worth, and ultra-high-net-worth individuals, offering a comprehensive range of services beyond wealth management [5][2]. Investment Strategy - The firm employs a variety of investment products, including managed equity models, alternatives like managed futures, and fixed-income strategies, aiming to provide crisis alpha and capitalize on market trends [1][4]. - Trajan Wealth focuses on large cap growth, particularly in technology, while balancing this with large cap value investments to mitigate volatility [9][10]. - The firm is cautious about private credit investments due to concerns over covenant-lite loans and the lack of transparency in performance [20][22]. Client Segmentation and Services - Clientele is segmented into three groups: mass affluent (with $500,000 to $1 million in assets), high-net-worth, and ultra-high-net-worth individuals, with services including estate planning, tax planning, and insurance [2][5]. - The firm aims to be a one-stop shop for clients' financial needs, integrating various services under one roof [4]. Asset Management Approach - Trajan Wealth conducts in-house asset management, employing a robust team of analysts and portfolio managers to research and position investments [14]. - The firm avoids fund-of-funds strategies to reduce fees and instead collaborates directly with private equity firms for tailored investment opportunities [15][16]. Market Outlook - The firm is cautious about the current market environment, particularly regarding valuations in the tech sector and potential volatility in fixed-income markets due to Federal Reserve policies [11][12]. - Trajan Wealth is selective in high-yield investments, emphasizing thorough credit analysis to ensure the ability of borrowers to repay debt [13]. International Investments - The firm invests primarily in developed markets, favoring countries like India for growth potential while maintaining positions in stable markets like Switzerland [25].

NASHVILLE, Tenn., Dec. 11, 2025 (GLOBE NEWSWIRE) -- Truxton Wealth is pleased to announce the addition of Matt Winn as Vice President and Wealth & Tax Strategist. In this role, Matt will deliver comprehensive tax planning solutions tailored for high-net-worth individuals, families, and business entities. "We are thrilled to welcome Matt Winn to Truxton Wealth," said Drew Mallory, Chief Fiduciary Officer. "Sound comprehensive tax strategy is fundamental to delivering our client value proposition. Matt's expe ...

Collective Of Five Olympic Sport Governing Bodies Strikes Its First Sponsor DealLess than a year after the nonprofit organizations overseeing cycling, fencing, rowing, sailing and squash in the U.S. joined forces to attract new partners, they have a proof of concept with wealth management platform Range. https://t.co/sd9XCjV8OS ...

Ask most wealth management firms about the foundation of their practice and you'll hear some version of the term "philosophy." And for many, that's where the thinking stops. But at Bailard — the No. 1 firm on this year's Best RIAs to Work For list — it's where the work begins. For Sonya Mughal, the third and current CEO of the 56-year-old Foster City, California firm, Bailard's philosophy — one centered on independence, accountability and excellence — underpins every policy and benefit the firm provides. ...

Core Insights - Noah Holdings Limited hosted the Black Diamond Summit in Macau, focusing on the theme "AI Together, Co-Generating the Future," which attracted over 3,000 clients and partners [1] - The company introduced its AI Relationship Manager "Noya," enhancing client experience through a combination of human expertise and AI algorithms [2] - Norah Wang, Co-Founder and Chairwoman, highlighted the complexities faced by Chinese families in wealth management and identified transformative events reshaping wealth creation [3][4] AI Transformation - Noya, the AI Relationship Manager, is designed to create synergies between human expertise and AI, enhancing client experience across five core pillars [2][6] - The AI-driven global wealth infrastructure aims to simplify global complexities and protect family legacies [4] Wealth Management Infrastructure - Norah Wang emphasized the need for a global operating system for wealth management, addressing the pain points of Chinese families navigating a complex global lifestyle [3] - Five structural forces shaping contemporary wealth strategies were identified, including geopolitical shifts and the normalization of AI [7] Private Wealth Management Redefined - A discussion between Zander Yin and Tony Shale explored how AI is transforming private wealth management in Asia, shifting from product-centric to insight-driven engagement [8] - The concept of wealth in the AI era extends beyond financial assets, emphasizing a continuous journey towards true prosperity [9] Company Overview - Noah Holdings, founded in 2005, is the first Chinese wealth management institution dual-listed in Hong Kong and New York, managing over RMB 1 trillion in allocated assets [10][12] - The company operates a comprehensive ecosystem encompassing Wealth Management, Asset Management, and Family Services through core brands like ARK Wealth, Olive Asset, and Glory Family Heritage [11]